Approvals: How to Streamline Decision-Making in Process Street

Approvals

Major setbacks. Lengthy delays. Unnecessary bottlenecks. When important items aren’t rejected or approved in time, progress is halted.

Take the United States’ government shutdown in 2019.

The shutdown meant the U.S. Small Business Administration – which backs entrepreneurs and small businesses with financial loans – could no longer approve loan applications.

The result? Small businesses turned to high-cost, short-term lenders, entrepreneurs couldn’t buy the necessary products their business relied upon, and the delay itself caused widespread anxiety among those who were relying on loans being granted. Financially-speaking, the lack of approvals caused a delay of $2 billion in SBA lending.

At Process Street (if you don’t know our app, it’s state-of-the-art BPM software!) we know how important it is for teams to get items approved or rejected, so that business processes and projects can be completed on time.

That’s why we’ve introduced approvals.

With approvals, decision-makers can give the go-ahead (or rejection) regarding important items, on top of providing any necessary comments.

Manager approvals

Want to know more about this game-changing feature and how it can dramatically improve workflows for your team? Read through the following sections:

Now, let’s dive straight in.

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How to Handle Workflow Approval (Without the Hassle)

workflow approval

Workflow approvals are a bottleneck of the worst kind.

Projects get delayed waiting for approval, and those reviewing the work spend more time searching for the piece than they do reviewing it.

Professionals take 18 minutes on average to locate a document manually––20% to 40% of their time––and spend 50% of their time searching for information.” – Ashish Deshpande, 50+ Key Statistics to Help You Automate Smarter in 2020 and Beyond

That’s where we here at Process Street come in.

We know how important it is to have an effective method for organizing your workflow approvals. Heck, everything our content team does goes through at least two rounds of review before it goes live.

Check out task five in the following free process template for a snapshot of how we handle workflow approvals with Process Street!

That’s why today we’ll be covering:

Let’s dive right in.
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How to Automate Approvals: 20+ Free Approval Process Templates

approval process

Approvals are everywhere. If you’ve worked on any project involving any kind of deliverables, chances are you’re all-too-familiar with the process of requesting and approving (or rejecting) work.

Documents, prototypes, reports, mock-ups, wireframes, storyboards, and even more internally-facing elements like simple holiday leave requests. All of these represent different kinds of approval process, and approvals are an integral workflow element.

Approvals can also represent a major bottleneck.

Consider how you are currently approving work in your business. Perhaps you have a vague process involving emails, and if you’re particularly attentive you might be tracking it in a spreadsheet.

These methods are slow and prone to delays. You have no way of tracking anything reliably, you are more likely to miss approval windows, and information has to be sent manually between individuals.

What’s more, it’s quite difficult to improve this process without the proper system in place. You need to make sure you’ve got the right tools to optimize your approval process.

Process Street‘s approvals feature is the solution to this problem.

We created the approvals feature to make the process of approving work as fast and easy as possible.

With approvals, you can:

  • Get notified as soon as work is ready for approval
  • Approve (or reject) work with zero friction using a clear, streamlined interface
  • Approve on-the-go, from your phone’s email inbox
  • Synergize with many other Process Street features to optimize process efficiency
  • Save time and stay on top of your workflow

In this post, I have a trove of templates to showcase the approvals feature. All of the templates in this article are custom-built to make your life easier.

They also take advantage of Process Street‘s other powerful features like rich form fields, conditional logic, dynamic due dates, and role assignments.

So, read on for:

Read on to learn how to hit the ground running with the approvals feature.
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9 Powerful Workflow Examples For Smart Teams in 2019

workflow examplesThis article is a guest post from Victor Ijidola – a B2B + SaaS content marketer and copywriter. My work has also been featured on Entrepreneur, ConversionXL, Neil Patel’s blog and so on. Need B2B or SaaS copywriting and content marketing services? You can contact me here.

What makes a team smart?

Several things do, but powerful workflows are one critical ingredient which makes teams smart.

Teams that use workflows don’t set goals and simply hope to reach them; they create checklists (workflows) to make sure they reach their goals.

No wonder 50% of businesses that use workflow management systems say the results are substantial.

It’s incredible.

Teams that use workflows are super organized and able to perform daunting tasks — no matter the long processes involved.

But what types of workflows should you be using this year?

It’s different for every organization; workflow systems are not always one-size-fits-all. But these nine Process Street workflow examples should give you inspiration for how you can build important systems to run your business with.

Our workflow examples:

  1. Employee onboarding workflow
  2. Customer support workflows
  3. Customer onboarding workflows
  4. Content marketing or writing workflows
  5. Podcast publishing workflows
  6. Request and approval workflows
  7. Travel workflows
  8. Content promotion workflow
  9. Standup meeting workflows

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